Microsoft Office Application Integrations

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NOTE: These add-ins for MS Office are the legacy "Application Integrations" and will soon be replaced by the new Office integration called ndOffice. Learn more about ndOffice

NOTE: ndOffice must be un-installed before the Application Integrations can be installed. Both programs cannot be installed together on the same machine. 

NetDocuments is designed to manage virtually all computer file types when using the NetDocuments browser interface. In some cases, such as with Microsoft Office applications, we also provide software to allow functions such as File > Open, File > Save New, etc. to be linked directly to NetDocuments from an application such as Word or Excel. With these "application integrations" the main point of entry into NetDocuments can be from within Word or Excel. These integrations are optional.  Because of differences in the design of Word and Excel, the operations of the two integrations are slightly different.

For the Word Integration, it will also include putting the Doc ID as text at the end of the document.  You can also change this so that it is shown in the footer or does not show at all.  Refer to the Help page about Modifying the Word Integration for instructions. 

To download the Office Application Integrations:

Download Application Integrations (US) (2.2.6)

Download Application Integrations (EU) (2.2.6)

Download Application Integrations (AU) (2.2.6)

 

NOTE:  The latest Integrations are now supported in Office 2013 32-bit.  You will also need to be using Internet Explorer (32-bit) in Windows with our ActiveX control installed in order to install and use the Office Integrations. See our Service Requirements for more information. 

NOTE: The Office Integrations have been tested and are compatible with a local 32-bit version of either Office 2010 or 2013. The Application Integrations will not be supported past the Office 2013 version.

NOTE: The Office Integrations are only supported when the Office Display Language is set to English.

After you have installed these integrations, you will have the following additional capabilities for each application: 

Microsoft Word

Additional File menu options are added to save and open documents in NetDocuments.  You can also still save and open documents on your local PC.  You can also do functions such as Save As a New VersionSave as a New documentReplace the Existing document, or Save as a New Version of an Existing document.

The Word Integration also places the Doc ID at the bottom of the document as text.  Note that if you open an email attachment from the Viewer in Outlook, the document opens as a Read Only document and the integration options do not work.  You must open the email first and then open the document attachment to Save it as a document in NetDocuments.

See this additional document on how the SaveSave As, and Save Local buttons in Office Word behave with and without our Integrations: "Save" Behavior.

The Word add-in also features the "ND Compare" button that is placed in Word's Review toolbar. This button will take the user to the browser to select a document from NetDocuments to compare to the existing document using Word's compare feature. 

Custom Settings to the Word Integration

After the integration code has been installed, some modifications can be made as desired by a customer for where the Doc ID will be placed into the document as described below.  The default is to only show it as text at the end of the document.

For example, you can modify it to show as a footer on every page except the first page or not show it at all.  Refer to the Modifying the Word Integrations, if you want to modify the placement of the Doc ID in the document.  Additionally, you can adjust the code so it will do an automatic Check In of the document. 

NOTE: Please be aware that other templates or macros that you may have installed could conflict with the integrations. In that case, we will work with your template developers to attempt to find a solution.  We recommend that you test the Application Integrations provided by NetDocuments in your environment prior to purchasing the  NetDocuments Service to ensure no conflicts exist.

NOTE: The integrations provided by NetDocuments do not allow multiple documents to be downloaded one time using the local open option.  The 3rd party Integration tools may provide this capability.  Multiple document open is available in the NetDocuments interface when using Word without the NetDocuments-supplied integrations. 

Known Issue with the Word Integration

We have had reports of the following scenario:  

I have one or more browsers open to any page.

I open Word directly and type some text.

I click the Save As option and the ND login page comes up.

I close the Login page browser tab without logging in.

I go back to my Word and see a blank gray screen and none of the options work and I cannot close Word and it looks like I have lost all my edits.

Please be aware of the following work-around:

Solution: If I close all browsers, then go back to Word, I will see all my text and everything works fine in Word. (of course, if I have closed Word, everything will be lost.)

We have added an additional dialog box when saving a document that says, "Go to the browser to name and profile your document.  If a problem occurs, close all browser windows to return to your document."  This has been added to help people in the above situation.  You do not have to close this dialog, it will automatically close when you finish saving the document.

GototheBrowser.png

This message is to alert the user that a browser tab has been opened and that they need to go to that tab to complete the import. If the user does not want to complete the import, they MUST close all browser tabs to get back the document. Also, do not close Word before you close the browser. If you do, you may lose the document; it is equivalent to closing the document without saving it, and there is nothing that can be done to recover the document. 

Microsoft Excel

Additional File menu options are added to save new spreadsheets and open existing spreadsheets in NetDocuments, just as they are in Word.  You can also still save and open spreadsheets on your local PC.

Microsoft Powerpoint  

Additional File menu options are added to save and open presentations in NetDocuments.  You can also still save and open presentations on your local PC.

Tip:  If you do not install these application integrations, you can always create these types of documents from within NetDocuments using the New option above the Navigation pane.

Microsoft Outlook

This integration will place two buttons in Outlook: 

NetDocs Insert button – If you are sending a new Email, you will have a button that is called NetDocs Insert.  This button allows you to attach any document you want from NetDocuments to the email you are composing.  When selecting, you can select multiple documents and you can repeat the process multiple times for a specific email.

NetDocs Save button – If you open a received email, you will see a button called NetDocs Save.  This button allows you to save the message with its attachments into NetDocuments.  The Integration also allows you to profile the email and its attachments if the Cabinet you select has custom profiling enabled.  You can choose to save it as an MSG file, as individual files, or it can be saved as individuals files inside of a ShareSpace.  If you select individual files or the ShareSpace option, the message header and body will be saved as an HTML file, and the attachments as native files.  Because the copy in NetDocuments is a record, it cannot be modified.  However, a new version of the NetDocuments copy can be made and edited.  If you choose to save separate attachments, those attachments can be edited.

Tip for non-Outlook users:

Two other ways to get emails into NetDocuments are:

1) Drag the email attachments to your desktop and import them into NetDocuments, using the Upload option.

2) Forward your email into NetDocuments using the email address of a NetDocuments folder and if you include NM: in your subject, only the documents will be sent to that folder.

NOTE: Read Receipts and Delivery Receipts in Outlook cannot be stored in NetDocuments using these buttons.  If you want to store these in NetDocuments, you will need to drag them to the desktop and then import them into NetDocuments. 

Installing the Application Integrations

Note: Please contact your NetDocuments Administrator prior to installing these integrations.  Your organization may use an alternate integrations software.

NOTE: Close all Microsoft Office applications before you install the integrations.

After clicking the Download link above, you will be prompted as follows:

Appint2.jpg

Select the Run option.

You will then get another dialog as follows.  Click the Run option.

AppInt3.jpg

When the following wizard dialog appears, click Next.

AppInt4.jpg

Select the location to store the programs.  We suggest you use the default and select Next. However, if you choose to install the Integrations for "Everyone" on that machine, you will need to add the STARTUP location of the ndInt.dot file as a Trusted Location in Word's settings.

AppInt5.jpg

Next select the applications for which you want to install the integration.  Note that Powerpoint is only available for Office 2007 or 2010.

AppInt6.jpg

Next you will be prompted with a confirmation dialog.  Click Next and continue.  The software will now be installed.  When it is completed, you will be prompted with the following dialog to complete the installation.

AppInt8.jpg

If you did not close your Microsoft Office applications before installing the integrations some settings may not have been completed.  If the integrations do not work after installing them, make sure that you closed all Office applications. If you did not, close them, and go to the Windows Start button, Control Panel, Add/Remove programs and remove the NetDocuments Integrations. Re-install the integrations following the steps above.   

Non-Microsoft Office Applications

If you are using additional file types such as wpd or jpg, use the Upload option from within the NetDocuments browser to import the documents.  New documents such as Powerpoint, etc. can also be created from within the NetDocuments browser interface using the New option.  Documents can also be imported using the AutoImport or the Folder Import Utility.

Uninstalling the NetDocuments Application Integrations

If you want to uninstall the Application Integrations, click the Windows Start button and access the Windows Control Panel.  Next, select Add/Remove Programs in Windows.  Select the item titled NetDocuments Application Integration and click the Remove option.  This program will uninstall all integrations that you installed including Word, Excel, PowerPoint, and Outlook.  They cannot be uninstalled separately.

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